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Top Clients: Fee Earner Dashboard

The information in this article applies to Acumen, a Practice Management add-on that provides enhanced reporting dashboards for your firm. To learn more, please contact your customer success manager or your account representative.

This product is currently in early access.

 

To access the Fee Earner dashboard:

  1. In Practice Management, go to Insights > Dashboards & Reports. The Business Intelligence page appears.
  2. Select Fee Earner from the list of options on the left side of the page. The Fee Earner dashboard is displayed. 

 

The Top Clients table on the Fee Earner dashboard highlights the top 10 clients contributing the most to your financial activity by showing work in progress (WIP), invoiced, and collected amounts within the selected period. This can help you quickly identify your most valuable client relationships.

Clicking this card displays the Top Clients Report where each unique group of clients is shown in individual rows of the report. For example, if a client has matters where they are the only client, and also matters where they and their spouse are the clients, there would be 2 rows on this report: one row for the client only, and a second row for the client and their spouse.

Draft and deleted invoices are not included, nor are write-offs or credits. This report only filters Total Billed & Collected columns. Total Draft WIP still reflects WIP on draft invoices.

 

Top Clients Report Details

The report includes the following information:

  • Client: Shows the name or names of the clients (or primary participants) specified with the matter.
  • WIP Fees: Shows the WIP amounts (fees only) for the specified client.
  • Draft WIP: Shows the WIP draft invoice amount (fees only) for the specified client.
  • Invoiced Fees: Shows the billed amount (fees only) for the specified client.
  • Collected Fees: Shows the collected amount (fees only) for the specified client.

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